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IVC Wealth Advisors’s Phillips 66 PSX Stock Holding History

IVC Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
1,648
-28
-2% -$4.82K 0.11% 143
2026
Q1 		$305K Sell
1,676
-7
-0.4% -$1.1K 0.13% 130
2025
Q4 		$217K Sell
1,683
-17
-1% -$2.29K 0.09% 165
2025
Q3 		$231K Sell
1,700
-35
-2% -$4.48K 0.1% 163
2025
Q2 		$207K Buy
1,735
+5
+0.3% +$560 0.1% 166
2025
Q1 		$214K Buy
+1,730
New +$213K 0.11% 152
2024
Q4 		– Sell
-1,720
Closed -$226K – 163
2024
Q3 		$226K Sell
1,720
-1,004
-37% -$136K 0.12% 149
2024
Q2 		$385K Sell
2,724
-11
-0.4% -$1.63K 0.22% 100
2024
Q1 		$447K Sell
2,735
-12
-0.4% -$1.73K 0.26% 90
2023
Q4 		$366K Sell
2,747
-68
-2% -$8.13K 0.23% 97
2023
Q3 		$338K Buy
2,815
+13
+0.5% +$1.46K 0.23% 104
2023
Q2 		$267K Sell
2,802
-8
-0.3% -$778 0.17% 120
2023
Q1 		$285K Sell
2,810
-5
-0.2% -$508 0.2% 109
2022
Q4 		$293K Buy
2,815
+68
+2% +$6.96K 0.22% 108
2022
Q3 		$222K Buy
2,747
+11
+0.4% +$938 0.18% 127
2022
Q2 		$224K Buy
2,736
+5
+0.2% +$463 0.17% 128
2022
Q1 		$236K Buy
+2,731
New +$230K 0.16% 134

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IVC Wealth Advisors's PSX Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $4.82K and leaving 1,648 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #143.

IVC Wealth Advisors first reported a position in PSX in Q1 2022 and has held it in 17 quarters since. The position peaked at $447K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • IVC Wealth Advisors held 1,648 shares of Phillips 66 worth $279K as of Q2 2026.
  • IVC Wealth Advisors sold 28 Phillips 66 shares in Q2 2026, an estimated $4.82K.
  • Phillips 66 made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • IVC Wealth Advisors first reported a position in Phillips 66 in Q1 2022 and has held it in 17 quarters since.
  • IVC Wealth Advisors's Phillips 66 position peaked at $447K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.